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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,366 | $96,558-68.6% | $80,977-62.5% | $273,970-88.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.75% | 15.14%-7.4pp | 17.11%-9.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $8,622 | $4,869+77.1% | $3,715+132.1% | $4,869+77.1% |
| Participant deferral / active EE | $6,172 | $6,598-6.4% | $5,696+8.4% | $5,287+16.7% |
| Admin fee / account holder | $10,058 | $7,493+34.2% | $5,517+82.3% | $10,132-0.7% |